Investors expect big relief on taxation before Union Budget 2026. Market participants want the LTCG exemption limit to be increased from the current ₹1.25 lakh to ₹2 lakh, so that the participation of retail investors can increase. Besides, there is concern regarding high tax rate and STT on Short Term Capital Gains.
After SEBI tightened the tax on Futures & Options, investors are now demanding relief in the cash market. The demand for making LTCG duration uniform for Equity, Debt and Gold and withdrawal of indexation benefit in Real Estate is also increasing.
Now the question is – will Budget 2026 provide relief to investors or will the government maintain a strict stance? Complete analysis in this video.

Reliance Industries Limited (RIL) has released its Q3 results, which give important signals for the market. The company’s net profit for the quarter stood at ₹18,645 crore, which is a marginal increase of 0.56% year-on-year. At the same time, the total revenue from products and services stood at ₹2.94 lakh crore, registering a strong growth of 10.5%. EBITDA stood at ₹50,932 crore, which shows the strength of Reliance’s diversified business. Jio performed brilliantly, increasing profit by 11.2% to ₹7,629 crore and revenue by 12.7% to ₹37,262 crore. The focus is on future growth through new initiatives in AI and New Energy. RIL shares closed at ₹1,461.

The beginning of the year 2026 has been quite scary for the share market. Falling for the sixth consecutive day, Sensex has so far fallen by about 2800 points and Nifty by about 800 points. Continuous selling by FIIs, uncertainty over tariffs and weak global signals have shaken investor confidence. There has been a sharp decline in midcap and smallcap stocks, while the Metal Index is also under pressure. Like 2025, Donald Trump again seems to be becoming a negative factor for the market. Statements related to Venezuela, Iran and Greenland have destabilized Geopolitics. Threat of 500% Tariff and uncertainty of India-US Trade Deal have put brakes on the rally. This month FIIs have sold ₹12,189 crore. Some relief is expected from Q3 results, while Gold-Silver are at record high.

Reliance Group’s digital arm Jio Platforms can launch India’s biggest IPO this year. According to reports, the company is considering selling about 2.5% of its stake and is preparing IPO documents i.e. prospectus with Morgan Stanley and Kotak Mahindra Bank. It is estimated that the IPO size could be $4 billion+, from which Jio Platforms can raise around $4.5 billion. Some analysts believe that the total valuation of the company could be between $200–240 billion. The listing will also get support from the new rules of SEBI. In the last six years, Jio has expanded rapidly in telecom, digital services, technology and AI.

If you are an investor in KFC or Pizza Hut, then missing this update can be costly. On January 1, Sapphire Foods and Devyani International announced a mega merger, which could create a market leader in India’s QSR (Quick Service Restaurant) space.

There will be a share-swap in this deal—for every 100 shares of Sapphire Foods, 177 Devyani shares will be available. Record date has not been announced yet, so it is important for investors to remain alert. Yum! Brands has given green signal to this consolidation and Devyani will also acquire 19 KFC outlets in Hyderabad.

According to the company, the merger will improve margins, streamline operations and an annual synergy of ₹210–225 crore is possible from the second full year. This deal can prove to be truly game-changing for long-term investors.

The year 2025 proved to be historic for the Indian IPO market. This year, companies raised a record equity capital of Rs 1.75 lakh crore through IPOs. 267 companies raised Rs 11,429 crore on the SME platform. A total of 103 companies were listed in the stock market, out of which 69 shares opened above the issue price, while 33 were listed below.

The enthusiasm diminished with time and currently only 54 shares are above the issue price. The IPO market was positive for the startup sector. 18 startups including Lenskart, Groww, Meesho and Physics Wallah raised Rs 41,000 crore. Highway Infrastructure posted a 64% listing gain, while Glottis fell about 53%. IPO funding increased by Rs 25,000 crore compared to 2024.

2025 was a very important year for both India’s economy and share market. Despite global uncertainties, India showed its strength through infrastructure push, manufacturing growth, consumption revival and rapid expansion of digital economy.

India remained the world’s fastest-growing major economy, with inflation hitting records and expectations of rate cuts boosting market sentiment.

Sensex-Nifty returns remained limited, but the IPO market performed brilliantly. Domestic investors, SIP inflows and “buy the dip” strategy supported the market, while FII flows remained volatile. Capex-led growth, services exports and RBI’s cautious policy maintained macro stability. The outlook for 2026 is cautiously positive, where returns will depend on earnings and stock picking.

EPW India IPO is a Book Building Issue with a total size of ₹31.81 crore. This is a completely fresh issue, in which 0.33 crore shares will be issued. Bidding for the IPO will open from 22–24 December 2025, while allotment is expected on 26 December and listing on NSE SME will take place on 30 December 2025.
The price band of the IPO is ₹95–₹97 per share and the lot size has been fixed at 1,200 shares. The minimum investment for retail investors is ₹2.32 lakh and for HNIs is ₹3.49 lakh. The objective of the issue is to raise funds for business expansion.

KSH International Limited is bringing a book built IPO of ₹710 crore. This includes Fresh Issue of ₹420 crore (1.09 crore shares) and Offer For Sale of ₹290 crore (0.76 crore shares).

Subscription for IPO will open from 16 to 18 December 2025. Allotment is expected on December 19 and listing is expected on December 23, 2025 on BSE and NSE. Price band has been fixed at ₹365–₹384 per share.

Lot size is 39 shares, with retail investments starting from ₹14,976. The required investment is ₹2.09 lakh for SNII and ₹10.03 lakh for bNII. Book Running Lead Manager is Nuvama Wealth and Registrar is MUFG Intime India.

ICICI Prudential AMC is bringing Mega IPO of ₹ 10,602.65 crore, which will completely Offer for Sale (OFS) That is, the company will not get new capital.

in IPO 4.90 crore shares The offers will be priced at ₹2061-₹2165 per share. IPO 12–16 December 2025 Will be open till 17 December and listing will be on 19 December, both BSE and NSE But.

Minimum for retail investors 6 shares (₹12,990), lot of 96 shares for HNI and lot of 462 shares for QIB. Lead manager Citi and registrar KFin Technologies Are. There is enthusiasm among investors on the IPO due to the strong reputation of ICICI Prudential AMC.